Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Related Entity Field on Email Template

  • 1.  Related Entity Field on Email Template

    SILVER CONTRIBUTOR
    Posted 2 days ago
    Is there a way to pull in a field from a related entity into an email template?  For example, I have an email template for the Quote entity.  In the body of the email I want to be able to pull in just the first name of the customer contact on the quote record.  The quote record contains the contact's full name, so I was trying to figure out a way to pull in just the first name of the contact record related to the quote record.  Is this possible without any kind of custom code?

    ------------------------------
    Kyle Polliard
    Manager, Sales & Marketing
    Allegheny Technologies, Inc.
    Natrona Heights
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Related Entity Field on Email Template

    TOP CONTRIBUTOR
    Posted 2 days ago
    Hi Kyle,
    that is depending on the email system and the CRM version. We have ClickDimensions and that makes it quite hard. Using CRM internal emails on CRM onprem it could be something like described in the URL https://community.dynamics.com/crm/b/passiondynamics/posts/insert-dynamic-values-from-custom-entities-in-an-email-template-microsoft-dynamics-crm.
    I have not tried it in D365 online or with Marketing for Dynamics.

    ------------------------------
    Axel Girgensohn
    Dynamics CRM Specialist
    Aller Media AB
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


If you've found this thread useful, dive deeper into User Group community content by role